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 # CMomentum6 Portfolio       Currency:EURTop 25: 317
Visit CMomentum6
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Start:11/16/2023 Day Return:
0.67%
Day Rank:871
Days: 449 Month Return:
0.77%
Month Rank:692
Last:2025-01-08 Year Return:
0.00%
Year Rank:374
Visits:840 All Time Return:
32.46%
All Time Rank:374


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
0.11%
2.28%
2.39%
5.73%
2024
3.99%
8.97%
3.71%
-3.29%
3.17%
0.69%
-1.35%
-1.62%
2.93%
-0.42%
6.98%
-4.02%
20.60%
23.59%
2025
6.45%
1.09%
    
    
    
    
    
    
    
    
    
    
7.61%
3.10%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
12/06/2024333AAL American Airlines Group0.00%$17.43$16.98$5,654-2.60%4.10%
11/11/20249AXON Taser International-0.16%$620.25$664.63$5,9827.15%4.34%
10/10/202454BABA Alibaba Group Holding Limited0.00%$108.06$101.29$5,470-6.27%3.97%
01/08/202533BNTX BioNTech SE-0.02%$123.44$120.36$3,972-2.50%2.88%
11/11/202412CAT Caterpillar Inc0.02%$396.49$365.70$4,388-7.77%3.18%
12/06/202417CMI Cummins Inc-0.04%$379.94$368.83$6,270-2.92%4.55%
12/06/202417CRM Salesforce.com-0.04%$362.41$333.32$5,666-8.03%4.11%
10/10/202433CVNA Carvana Inc.-0.02%$191.54$257.16$8,48634.26%6.16%
08/02/2024151FRE.DE FRESENIUS-0.01%31.46€36.63€5,531€16.42%4.16%
11/11/202450GILD Gilead Sciences Inc-0.01%$97.78$98.76$4,9381.00%3.58%
01/08/2025233HPE Hewlett Packard Enterprise0.00%$21.95$21.41$4,989-2.46%3.62%
09/13/202444IRM Iron Mountain Inc0.00%$117.24$104.91$4,616-10.52%3.35%
08/09/202420MCD McDonald`s Corp0.04%$269.17$295.11$5,9029.64%4.28%
01/08/20258META Meta0.09%$611.67$714.90$5,71916.88%4.15%
07/11/202444MS Morgan Stanley0.01%$104.40$140.65$6,18934.72%4.49%
10/10/20248NFLX Netflix Inc0.07%$731.77$1014.59$8,11738.65%5.89%
09/13/202435ORCL Oracle Corp0.00%$164.15$173.24$6,0635.54%4.40%
09/13/2024227PHIA.AS Philips0.00%27.86€26.61€6,040€-4.48%4.55%
01/08/202522RL Polo Ralph Lauren Corp-0.08%$241.59$277.77$6,11114.97%4.43%
09/05/202432SAP.DE SAP-0.01%191.83€271.75€8,696€41.66%6.54%
12/06/202416TSLA Tesla Motors-0.09%$384.62$364.62$5,834-5.20%4.23%
10/11/202416TT Trane Technologies plc-0.03%$394.06$356.12$5,698-9.63%4.13%
11/22/202428VST Vistra-0.01%$162.09$170.41$4,7715.13%3.46%
11/22/20241,883Cash   0.00%1.00€1.00€1,883€0.00%1.42%
EUR/USD: 1.03705    GBP/EUR: 1.2000 Portfolio Value: $137,807 132,884€ 100%

 # PerformanceCMomentum6S&P500
Return:
32.88%
34.72%
Annualized Return:25.94%27.34%
Std (Volatility):14.9112.28
Sharpe:1.471.90
Beta:0.911.00
Jensen Alpha:0.070.00
Drawdown:14.188.19



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